| Fund Name |
1 Month | 3 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds High Growth Fund | 3.31% |
8.78% |
||||
| Investment Funds Growth Fund | 2.86% |
7.14% |
17.44% |
6.57% |
5.63% |
8.43% |
| Investment Funds Balanced Fund | 2.32% |
5.19% |
13.47% |
4.74% |
3.55% |
6.06% |
| Investment Funds Conservative Fund | 1.43% |
1.91% |
7.09% |
1.63% |
0.18% |
2.16% |
| Investment Funds Defensive Fund | 0.76% |
0.15% |
||||
| Homes and Income Fund | 0.40% |
1.35% |
| Fund Name |
1 Month | 3 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds NZ Share Fund | 2.89% |
2.59% |
2.38% |
0.91% |
-0.42% |
4.75% |
| Investment Funds NZ Bond | 1.06% |
0.05% |
3.38% |
0.63% |
-1.90% |
-0.56% |
| Investment Funds Hedged Global Share Fund | 3.08% |
9.64% |
||||
| Investment Funds Unhedged Global Share | 4.71% |
14.50% |
||||
| Investment Funds Hedged Global Bond | 0.86% |
-0.46% |
These returns are to 31-03-2024 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.